My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- 最新申報
- 2025/7/11
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 196
- 較 2022 年第 1 季 +17
- 總值
- $2.00 億
- 較 2022 年第 1 季 −$1,542 萬 (−7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435U853 | BROAD USD HIGH | 330,003 | $1,155 萬 | 5.8% | +9,963+3.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 71,415 | $537.0 萬 | 2.7% | −36,161−33.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 36,123 | $523.3 萬 | 2.6% | +1,855+5.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,857 | $472.3 萬 | 2.4% | +1,218+7.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,081 | $455.4 萬 | 2.3% | −41,481−29.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 94,811 | $380.0 萬 | 1.9% | −38,967−29.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,586 | $354.2 萬 | 1.8% | −1,777−7.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,914 | $319.6 萬 | 1.6% | −435−1.4% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 87,377 | $300.2 萬 | 1.5% | −3,579−3.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,521 | $285.4 萬 | 1.4% | +516+10.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 164,442 | $281.0 萬 | 1.4% | −29,547−15.2% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 32,067 | $274.7 萬 | 1.4% | +19,853+162.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 36,467 | $271.6 萬 | 1.4% | +36,467 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 57,610 | $260.2 萬 | 1.3% | +36,877+177.9% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 53,127 | $238.5 萬 | 1.2% | +34,181+180.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,742 | $234.8 萬 | 1.2% | −4,428−20.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,946 | $229.7 萬 | 1.1% | +1,880+46.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 931 | $215.4 萬 | 1.1% | +34+3.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 37,370 | $201.3 萬 | 1.0% | +10,950+41.4% | 加碼 | – |
| VVisa Inc. | Stock | 9,732 | $199.6 萬 | 1.0% | +754+8.4% | 加碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 56,930 | $190.4 萬 | 1.0% | +21,802+62.1% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 53,753 | $183.5 萬 | 0.9% | −21,446−28.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,535 | $173.6 萬 | 0.9% | −1,984−20.8% | 減碼 | – |
| MAMastercard Inc | Stock | 5,115 | $165.8 萬 | 0.8% | +378+8.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 27,354 | $159.5 萬 | 0.8% | +18,298+202.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,375 | $153.9 萬 | 0.8% | +467+9.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 36,816 | $152.7 萬 | 0.8% | +22,626+159.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,058 | $152.6 萬 | 0.8% | +92+3.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,941 | $152.5 萬 | 0.8% | +6,306+73.0% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,671 | $149.0 萬 | 0.7% | +150+6.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 29,655 | $137.5 萬 | 0.7% | +29,655 | 新進 | – |
| BXBlackstone Inc. | COM | 14,371 | $136.8 萬 | 0.7% | +1,269+9.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,796 | $132.9 萬 | 0.7% | −96,309−74.6% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 3,353 | $128.8 萬 | 0.6% | +351+11.7% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 3,373 | $128.4 萬 | 0.6% | +327+10.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,517 | $128.1 萬 | 0.6% | +1,228+19.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,979 | $125.9 萬 | 0.6% | −28,145−53.0% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 8,977 | $120.9 萬 | 0.6% | +905+11.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 20,015 | $120.2 萬 | 0.6% | +1,715+9.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 18,979 | $119.5 萬 | 0.6% | +14+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,285 | $119.3 萬 | 0.6% | +434+11.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 50,826 | $119.3 萬 | 0.6% | −25,229−33.2% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,002 | $117.2 萬 | 0.6% | −6,112−27.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,851 | $114.1 萬 | 0.6% | −15,350−34.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,666 | $113.6 萬 | 0.6% | −5,791−22.7% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 13,314 | $111.7 萬 | 0.6% | −4,316−24.5% | 減碼 | – |
| ACNAccenture plc | Stock | 3,963 | $108.9 萬 | 0.5% | +158+4.2% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 11,269 | $107.1 萬 | 0.5% | +1,310+13.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,211 | $106.7 萬 | 0.5% | +387+10.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,398 | $106.1 萬 | 0.5% | +749+8.7% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 17,058 | $105.9 萬 | 0.5% | +1,366+8.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,387 | $104.9 萬 | 0.5% | +1,767+23.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 24,728 | $104.4 萬 | 0.5% | +16,117+187.2% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,999 | $104.3 萬 | 0.5% | +3,334+34.5% | 加碼 | – |
| CMECME Group Inc. | COM | 4,977 | $103.7 萬 | 0.5% | +478+10.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,893 | $102.7 萬 | 0.5% | +102+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,850 | $100.0 萬 | 0.5% | −160−2.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,732 | $99.2 萬 | 0.5% | +564+4.6% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 20,021 | $99.0 萬 | 0.5% | −12,086−37.6% | 減碼 | – |
| HIGHartford Insurance Group, Inc. | Stock | 15,105 | $98.3 萬 | 0.5% | +218+1.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 13,938 | $97.0 萬 | 0.5% | −655−4.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 18,316 | $96.9 萬 | 0.5% | +348+1.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 21,794 | $96.2 萬 | 0.5% | +21,794 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 16,843 | $96.1 萬 | 0.5% | +7,974+89.9% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 5,651 | $95.7 萬 | 0.5% | +690+13.9% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 27,812 | $93.3 萬 | 0.5% | +578+2.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,538 | $92.5 萬 | 0.5% | +578+9.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,983 | $92.4 萬 | 0.5% | −2,735−17.4% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 14,782 | $91.1 萬 | 0.5% | −3,978−21.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 17,836 | $90.1 萬 | 0.5% | +1,543+9.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,706 | $89.7 萬 | 0.4% | −109−2.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 20,087 | $88.9 萬 | 0.4% | +11,611+137.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,964 | $87.4 萬 | 0.4% | +956+15.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 8,038 | $86.8 萬 | 0.4% | +1,038+14.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 25,717 | $85.4 萬 | 0.4% | −874−3.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,500 | $84.8 萬 | 0.4% | +3,004+85.9% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 7,180 | $84.6 萬 | 0.4% | +329+4.8% | 加碼 | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 22,999 | $84.2 萬 | 0.4% | +13,725+148.0% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 11,093 | $84.0 萬 | 0.4% | +481+4.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,473 | $82.1 萬 | 0.4% | −182−2.1% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 4,593 | $80.9 萬 | 0.4% | +4,593 | 新進 | – |
| NEENextera Energy Inc | Stock | 9,842 | $79.4 萬 | 0.4% | +542+5.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,885 | $79.0 萬 | 0.4% | +136+7.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,948 | $78.2 萬 | 0.4% | +216+7.9% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 9,318 | $78.0 萬 | 0.4% | +844+10.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,401 | $77.9 萬 | 0.4% | +109+2.5% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 36,096 | $77.7 萬 | 0.4% | +21,288+143.8% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 11,486 | $77.7 萬 | 0.4% | +11,486 | 新進 | – |
| EMREmerson Electric Co | Stock | 9,612 | $77.1 萬 | 0.4% | +289+3.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,617 | $76.3 萬 | 0.4% | −2,533−31.1% | 減碼 | – |
| CCICrown Castle Inc. | REIT | 4,401 | $75.8 萬 | 0.4% | +314+7.7% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 13,719 | $75.2 萬 | 0.4% | +13,719 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,677 | $75.1 萬 | 0.4% | −2,108−27.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,290 | $75.0 萬 | 0.4% | +320+5.4% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 6,108 | $74.4 萬 | 0.4% | −140−2.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 39,529 | $74.4 萬 | 0.4% | +4,915+14.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,231 | $73.7 萬 | 0.4% | +6,430+229.6% | 加碼 | – |
| KEYKeycorp | COM | 42,143 | $73.4 萬 | 0.4% | +4,815+12.9% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 9,093 | $72.5 萬 | 0.4% | +1,276+16.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 2,605 | $71.4 萬 | 0.4% | −20−0.8% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（18 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALLYAlly Financial Inc. | Stock | 22,365 | $97.2 萬 | 0.5% | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,309 | $46.5 萬 | 0.2% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 1,405 | $31.9 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,892 | $29.6 萬 | 0.1% | – |
| MSCIMSCI Inc. | Stock | 523 | $26.3 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 242 | $26.1 萬 | 0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,005 | $25.1 萬 | 0.1% | – |
| MTDMettler Toledo International Inc | COM | 180 | $24.7 萬 | 0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 883 | $24.1 萬 | 0.1% | 歷史 |
| MCOMoodys Corp | Stock | 702 | $23.7 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 2,098 | $22.9 萬 | 0.1% | – |
| LINLinde PLC | SHS | 710 | $22.7 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,068 | $21.6 萬 | 0.1% | 歷史 |
| GGGGraco Inc | COM | 3,019 | $21.0 萬 | 0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 510 | $20.9 萬 | 0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,529 | $20.1 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 810 | $20.1 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,247 | $20.1 萬 | 0.1% | – |